David
Witz
Rpa Financial, LLC
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About this Advisor
David Witz is a financial advisor based in Fort Mill, South Carolina, working with Rpa Financial, LLC. David has previously held positions at Fiduciary Risk Assessment and Rpa Financial, LLC. David has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in South Carolina. Currently, David is part of Rpa Financial, LLC, which operates out of Fort Mill, South Carolina. The firm has 1 office and 13 employees. The firm manages assets totaling $5.3 billion. The services offered by the firm include financial planning services and pension consulting services. The fee structure at Rpa Financial, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Rpa Financial, LLC Brokerage Details
$5,251,417,811
13
115
$45,664,503
Investment Advisory Services
- Financial planning services
- Pension consulting services
David Witz Work History
Rpa Financial, LLC
Fiduciary Risk Assessment
Disclosures
Please visit the SEC profile of David Witz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Rpa Financial, LLC
Fort Mill, SC
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